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Axis Dynamic Equity Fund

Axis Dynamic Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

9.69

as on 17 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,201 today.

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NAV Performance

Axis Dynamic Equity Fund performance graph for last 3 years
Performance of Axis Dynamic Equity Fund for last 3 Years

Fund Information

  • ₹ 14.390

    as on 17 Sep 2021
  • Regular - Growth

  • 11 / 22

  • ₹ 5,000

  • ₹ 1,337 Cr.

    as on 17 Sep 2021
  • 2.24%

    since 31 May 2021
  • 01 Aug 2017

  • Hybrid - Dynamic Asset Allocation or Balanced Advantage

  • Nifty 50

  • Axis mutual fund

    Show All Funds

Highlights of this fund

Axis Dynamic Equity Fund is an Open-ended Hybrid Fund. The fund belongs to Dynamic Asset Allocation or Balanced Advantage category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 01 Aug 2017. This fund is offered by one of the top AMC (Assets Management Company) Axis mutual fund. You can also view here all other Hybrid funds offered by Axis mutual fund.

Latest NAV of the fund is ₹ 14.390 as on 17 Sep 2021.

This fund has 4 years of track record. Since 31 May 2021 expense ratio of this fund is 2.24%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation.

List of Fund Managers of Axis Dynamic Equity Fund

  • About R. Sivakumar

    Picture of R. Sivakumar
  • About Anupam Tiwari

    Picture of Anupam TiwariAnupam Tiwari is an Equity Fund Manager at Axis AMC. He joined Axis AMC in September 2016. Prior to this, he worked with Reliance Life Insurance & Principal PNB Asset Management as a Fund Manager. He started his career as an Equity Analyst with Reliance Capital AMC in 2005.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.06% 8.93% 14.33% 51.62% 25.09% 15.06% 13.28% 13.27% 43.48% 34.02% 23.24% 16.90% 14.07%
Category Average 2.64% 5.45% 10.18% 24.61% 16.47% 10.47% 9.67% 12.31% 23.30% 21.18% 15.95% 11.89% 12.28%
Axis Dynamic Equity Fund 3.30%₹ 10,330 8.93%₹ 10,893 13.40%₹ 11,339 26.90%₹ 12,689 27.54%₹ 13,722 14.98%₹ 13,226 20.97%₹ 29,447 9.69%₹ 13,201 15.71%₹ 45,451 - - - -
Aditya Birla Sun Life Balanced Advantage Fund 2.31%₹ 10,231 5.46%₹ 10,545 12.24%₹ 11,224 30.70%₹ 13,070 26.74%₹ 13,672 18.82%₹ 14,123 24.71%₹ 30,458 12.80%₹ 14,355 18.80%₹ 47,488 10.78%₹ 16,696 13.34%₹ 83,864 - -
Edelweiss Balanced Advantage Fund 3.42%₹ 10,342 7.93%₹ 10,792 14.24%₹ 11,423 33.89%₹ 13,389 32.65%₹ 14,028 25.09%₹ 15,657 29.63%₹ 31,811 15.06%₹ 15,239 23.24%₹ 50,514 13.28%₹ 18,665 16.90%₹ 91,545 12.18%₹ 31,590 13.32%₹ 2,40,566
ICICI Prudential Balanced Advantage Fund 2.22%₹ 10,222 4.45%₹ 10,445 8.49%₹ 10,848 26.04%₹ 12,603 22.54%₹ 13,417 17.34%₹ 13,775 22.04%₹ 29,732 12.32%₹ 14,175 17.27%₹ 46,474 10.76%₹ 16,681 13.12%₹ 83,401 13.27%₹ 34,805 12.77%₹ 2,33,606
DSP Dynamic Asset Allocation Fund 1.81%₹ 10,181 4.03%₹ 10,402 8.18%₹ 10,818 19.54%₹ 11,953 17.25%₹ 13,092 14.59%₹ 13,136 16.93%₹ 28,365 11.28%₹ 13,782 14.18%₹ 44,466 8.82%₹ 15,263 11.01%₹ 79,149 - -
L&T Balanced Advantage Fund 2.50%₹ 10,249 5.18%₹ 10,517 8.83%₹ 10,883 15.29%₹ 11,528 16.72%₹ 13,060 13.93%₹ 12,983 16.44%₹ 28,236 9.69%₹ 13,202 13.44%₹ 43,992 8.78%₹ 15,236 10.47%₹ 78,101 - -

Portfolio Holdings

Portfolio holdings pattern of Axis Dynamic Equity Fund as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    67.49%
  • Debt Holdings:

    13.03%
  • Others Holdings:

    40.30%

Top Sector Holdings of Axis Dynamic Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 14.31% ₹ 191.45 Cr.
Banks 13.73% ₹ 183.76 Cr.
Refineries/marketing 5.23% ₹ 69.83 Cr.
Housing finance 4.46% ₹ 59.70 Cr.
Cement 3.86% ₹ 51.59 Cr.
Others 58.41% -

Top Stock Holdings of Axis Dynamic Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 6.31% ₹ 84.35 Cr.
ICICI Bank Ltd. 5.49% ₹ 73.48 Cr.
Tata Consultancy Services Ltd. 5.38% ₹ 72.01 Cr.
HDFC Bank Ltd. 4.49% ₹ 60.11 Cr.
Housing Development Finance Corporation Ltd. 4.46% ₹ 59.70 Cr.
Others 73.87% -

Top Debt Instrument Type holdings of Axis Dynamic Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 13.03% ₹ 174.02 Cr.
Others 86.97% -

Top Debt Holdings of Axis Dynamic Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Power Finance Corporation Ltd. 6.83% ₹ 91.23 Cr.
Bond - Sikka Ports & Terminals Ltd. 1.88% ₹ 25.18 Cr.
Bond - National Highways Authority of India 1.64% ₹ 21.92 Cr.
Bond - Indian Railway Finance Corporation Ltd. 0.78% ₹ 10.46 Cr.
Bond - Nirma Ltd. 0.75% ₹ 9.99 Cr.
Others 88.12%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 21.31%
TREPS 13.46%
FD 5.53%